288 is the total number of securities black-and-white Capital LP has owned. The longest black-and-white Capital LP has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ZNGA | ZYNGA INC | 16 | 16 | 1.45% | 4.66% | 7.87% | Q4 2016 | Q3 2020 | 16 |
| NFLX | NETFLIX INC | 5 | 2 | 0.60% | 3.59% | 5.04% | Q4 2016 | Q4 2020 | 13 |
| MTCH | MATCH GROUP INC | 13 | 13 | 0.53% | 2.82% | 7.06% | Q2 2017 | Q2 2020 | 13 |
| XPO | XPO LOGISTICS INC | 9 | 3 | 0.44% | 4.86% | 9.39% | Q4 2016 | Q1 2020 | 12 |
| GM | GENERAL MTRS CO | 8 | 1 | 0.28% | 3.23% | 5.86% | Q1 2017 | Q2 2020 | 12 |
| LYV | LIVE NATION ENTERTAINM... | 7 | 5 | 0.26% | 1.92% | 3.92% | Q4 2017 | Q4 2020 | 12 |
| ETSY | ETSY INC | 9 | 2 | 0.86% | 5.63% | 9.67% | Q4 2016 | Q3 2020 | 11 |
| WDC | WESTERN DIGITAL CORP. | 8 | 3 | 0.32% | 3.90% | 7.38% | Q4 2016 | Q2 2021 | 11 |
| FB | FACEBOOK INC | 8 | 2 | 2.24% | 4.52% | 7.93% | Q1 2018 | Q2 2021 | 10 |
| CSOD | CORNERSTONE ONDEMAND INC | 10 | 10 | 0.45% | 2.50% | 5.54% | Q4 2016 | Q1 2019 | 10 |
| ZNGA | ZYNGA INC | 6 | 4 | 0.29% | 2.28% | 3.68% | Q1 2018 | Q4 2020 | 10 |
| DY | DYCOM INDS INC | 8 | 8 | 1.62% | 5.12% | 7.70% | Q4 2016 | Q3 2018 | 8 |
| DIS | DISNEY WALT CO | 8 | 8 | 0.28% | 3.22% | 5.46% | Q2 2019 | Q1 2021 | 8 |
| WDC | WESTERN DIGITAL CORP. | 3 | 1 | 0.54% | 3.16% | 7.42% | Q1 2017 | Q2 2021 | 8 |
| XPO | XPO LOGISTICS INC | 4 | 1 | 1.20% | 2.57% | 4.22% | Q1 2017 | Q2 2020 | 8 |
| APTV | APTIV PLC | 6 | 2 | 0.48% | 1.86% | 3.67% | Q2 2018 | Q2 2020 | 8 |
| IWM | ISHARES TR | 2 | 1 | 2.82% | 6.01% | 13.70% | Q4 2016 | Q4 2020 | 7 |
| IAC | IAC INTERACTIVECORP | 5 | 1 | 0.52% | 4.30% | 6.19% | Q1 2017 | Q1 2019 | 7 |
| GM | GENERAL MTRS CO | 3 | 1 | 0.70% | 3.94% | 6.68% | Q1 2017 | Q1 2020 | 6 |
| ESTC | ELASTIC N V | 6 | 6 | 2.69% | 3.62% | 5.74% | Q1 2020 | Q2 2021 | 6 |
| ATVI | ACTIVISION BLIZZARD INC | 6 | 6 | 0.59% | 3.04% | 5.05% | Q3 2017 | Q4 2018 | 6 |
| AVLR | AVALARA INC | 4 | 2 | 0.55% | 2.25% | 3.95% | Q2 2019 | Q2 2021 | 6 |
| INTEQ | INTELSAT S A | 6 | 6 | 0.07% | 0.12% | 0.18% | Q2 2018 | Q3 2019 | 6 |
| QQQ | INVESCO QQQ TR | 3 | 2 | 1.76% | 10.36% | 28.49% | Q2 2019 | Q2 2021 | 5 |
| SPY | SPDR S&P 500 ETF TR | 4 | 1 | 6.23% | 9.25% | 12.86% | Q1 2020 | Q2 2021 | 5 |
| CTAS | CINTAS CORP | 5 | 5 | 3.32% | 4.72% | 5.68% | Q2 2017 | Q2 2018 | 5 |
| BKNG | BOOKING HOLDINGS INC | 5 | 5 | 1.61% | 4.46% | 6.33% | Q2 2020 | Q2 2021 | 5 |
| LC | LENDINGCLUB CORP | 5 | 5 | 2.47% | 3.89% | 5.10% | Q4 2016 | Q4 2017 | 5 |
| SMH | VANECK VECTORS ETF TRUST | 4 | 1 | 1.84% | 3.36% | 5.55% | Q2 2018 | Q1 2020 | 5 |
| SIRI | SIRIUS XM HLDGS INC | 5 | 5 | 0.93% | 3.27% | 5.76% | Q4 2018 | Q4 2019 | 5 |
| HDP | HORTONWORKS INC | 5 | 5 | 1.54% | 2.41% | 3.29% | Q4 2017 | Q4 2018 | 5 |
| WWE | WORLD WRESTLING ENTMT INC | 5 | 5 | 0.56% | 2.26% | 3.98% | Q4 2018 | Q4 2019 | 5 |
| ALB | ALBEMARLE CORP | 5 | 5 | 0.26% | 1.51% | 3.50% | Q2 2017 | Q2 2018 | 5 |
| NYT | NEW YORK TIMES CO | 5 | 5 | 0.96% | 1.51% | 2.49% | Q3 2018 | Q3 2019 | 5 |
| MRVL | MARVELL TECHNOLOGY GRO... | 3 | 2 | 0.67% | 1.19% | 2.29% | Q4 2016 | Q1 2020 | 5 |
| BBBY | BED BATH & BEYOND INC | 4 | 1 | 0.27% | 1.18% | 4.46% | Q1 2019 | Q2 2020 | 5 |
| BBBY | BED BATH & BEYOND INC | 3 | 1 | 0.32% | 1.12% | 2.93% | Q1 2019 | Q4 2020 | 5 |
| AAPL | APPLE INC | 3 | 1 | 3.80% | 5.60% | 6.40% | Q2 2019 | Q2 2020 | 4 |
| EBAY | EBAY INC | 4 | 4 | 4.58% | 5.34% | 6.93% | Q4 2016 | Q3 2017 | 4 |
| MTCH | MATCH GROUP INC NEW | 4 | 4 | 3.38% | 5.03% | 7.00% | Q3 2020 | Q2 2021 | 4 |
| CHRW | C H ROBINSON WORLDWIDE... | 3 | 1 | 2.32% | 4.33% | 9.48% | Q4 2016 | Q2 2019 | 4 |
| SPOT | SPOTIFY TECHNOLOGY S A | 3 | 1 | 0.86% | 3.33% | 4.76% | Q2 2018 | Q4 2020 | 4 |
| MU | MICRON TECHNOLOGY INC | 3 | 1 | 2.22% | 2.88% | 3.24% | Q1 2018 | Q4 2020 | 4 |
| NFLX | NETFLIX INC | 1 | 1 | 1.40% | 2.70% | 5.09% | Q1 2017 | Q4 2020 | 4 |
| FB | FACEBOOK INC | 2 | 1 | 0.99% | 2.66% | 4.43% | Q4 2017 | Q2 2019 | 4 |
| CRWD | CROWDSTRIKE HLDGS INC | 4 | 4 | 0.82% | 2.55% | 4.98% | Q1 2020 | Q4 2020 | 4 |
| ETSY | ETSY INC | 1 | 1 | 1.47% | 2.51% | 4.36% | Q4 2016 | Q3 2020 | 4 |
| XPO | XPO LOGISTICS INC | 3 | 1 | 1.13% | 2.50% | 3.72% | Q4 2016 | Q3 2018 | 4 |
| ZEN | ZENDESK INC | 4 | 4 | 0.95% | 2.31% | 3.43% | Q3 2019 | Q2 2020 | 4 |
| DY | DYCOM INDS INC | 4 | 4 | 1.27% | 1.96% | 3.85% | Q2 2017 | Q1 2018 | 4 |
| AAP | ADVANCE AUTO PARTS INC | 4 | 4 | 0.96% | 1.75% | 2.82% | Q3 2018 | Q2 2019 | 4 |
| MSGS | MADISON SQUARE GARDEN ... | 4 | 4 | 1.25% | 1.74% | 2.49% | Q4 2018 | Q3 2019 | 4 |
| F | FORD MTR CO DEL | 3 | 1 | 0.70% | 1.70% | 2.64% | Q2 2018 | Q2 2019 | 4 |
| PLCE | CHILDRENS PL INC | 2 | 2 | 0.76% | 1.48% | 3.02% | Q4 2018 | Q4 2019 | 4 |
| KR | KROGER CO | 3 | 1 | 0.68% | 1.20% | 1.89% | Q2 2017 | Q2 2018 | 4 |
| GPS | GAP INC DEL | 1 | 1 | 0.62% | 0.96% | 1.38% | Q3 2018 | Q2 2020 | 4 |
| SIG | SIGNET JEWELERS LIMITED | 2 | 1 | 0.22% | 0.56% | 0.75% | Q4 2018 | Q1 2020 | 4 |
| FB | FACEBOOK INC | 2 | 1 | 1.98% | 4.31% | 8.30% | Q3 2018 | Q3 2019 | 3 |
| MU | MICRON TECHNOLOGY INC | 3 | 3 | 2.50% | 4.11% | 5.96% | Q2 2020 | Q4 2020 | 3 |
| DIS | DISNEY WALT CO | 2 | 1 | 2.88% | 3.90% | 5.06% | Q2 2017 | Q2 2019 | 3 |
| RNG | RINGCENTRAL INC | 3 | 3 | 2.42% | 3.36% | 4.35% | Q4 2020 | Q2 2021 | 3 |
| ETSY | ETSY INC | 3 | 3 | 2.38% | 2.71% | 3.22% | Q2 2018 | Q4 2018 | 3 |
| SNAP | SNAP INC | 3 | 3 | 0.78% | 2.49% | 3.93% | Q2 2019 | Q4 2019 | 3 |
| NET | CLOUDFLARE INC | 3 | 3 | 1.36% | 2.43% | 3.31% | Q1 2020 | Q3 2020 | 3 |
| TGT | TARGET CORP | 2 | 1 | 1.19% | 2.41% | 3.32% | Q1 2019 | Q1 2020 | 3 |
| FIS | FIDELITY NATL INFORMAT... | 3 | 3 | 1.28% | 2.28% | 3.16% | Q3 2019 | Q1 2020 | 3 |
| TRUE | TRUECAR INC | 3 | 3 | 0.71% | 1.85% | 3.47% | Q4 2016 | Q2 2017 | 3 |
| BWA | BORGWARNER INC | 3 | 3 | 1.03% | 1.72% | 2.25% | Q1 2019 | Q3 2019 | 3 |
| ARMK | ARAMARK | 3 | 3 | 1.30% | 1.58% | 1.93% | Q4 2016 | Q2 2017 | 3 |
| SMAR | SMARTSHEET INC | 2 | 1 | 0.16% | 1.53% | 2.80% | Q2 2018 | Q2 2020 | 3 |
| URBN | URBAN OUTFITTERS INC | 2 | 1 | 0.26% | 1.53% | 2.36% | Q4 2018 | Q4 2019 | 3 |
| SQ | SQUARE INC | 2 | 1 | 0.42% | 1.45% | 2.84% | Q1 2019 | Q4 2020 | 3 |
| PLD | PROLOGIS INC. | 2 | 1 | 0.65% | 1.11% | 1.71% | Q2 2017 | Q1 2020 | 3 |
| DBX | DROPBOX INC | 2 | 1 | 0.22% | 0.70% | 1.32% | Q1 2018 | Q3 2019 | 3 |
| AMZN | AMAZON COM INC | 1 | 1 | 9.49% | 16.30% | 23.12% | Q4 2020 | Q2 2021 | 2 |
| AMZN | AMAZON COM INC | 1 | 1 | 7.18% | 7.64% | 8.09% | Q4 2017 | Q3 2019 | 2 |
| CBS | CBS CORP NEW | 2 | 2 | 6.28% | 6.83% | 7.39% | Q3 2018 | Q4 2018 | 2 |
| PZZA | PAPA JOHNS INTL INC | 2 | 2 | 6.06% | 6.81% | 7.56% | Q3 2018 | Q4 2018 | 2 |
| WMT | WAL-MART STORES INC | 1 | 1 | 5.95% | 6.25% | 6.55% | Q1 2017 | Q4 2019 | 2 |
| WIX | WIX COM LTD | 2 | 2 | 4.92% | 5.15% | 5.37% | Q1 2021 | Q2 2021 | 2 |
| ADBE | ADOBE SYS INC | 1 | 1 | 2.55% | 4.86% | 7.16% | Q2 2017 | Q1 2018 | 2 |
| AMZN | AMAZON COM INC | 2 | 2 | 3.71% | 4.84% | 5.97% | Q1 2021 | Q2 2021 | 2 |
| AAPL | APPLE INC | 2 | 2 | 0.68% | 4.24% | 7.79% | Q4 2016 | Q1 2017 | 2 |
| WDC | WESTERN DIGITAL CORP | 1 | 1 | 2.75% | 3.62% | 4.49% | Q2 2017 | Q4 2017 | 2 |
| PENN | PENN NATL GAMING INC | 2 | 2 | 2.27% | 3.26% | 4.25% | Q3 2020 | Q4 2020 | 2 |
| RH | RH | 2 | 2 | 1.48% | 3.08% | 4.68% | Q1 2021 | Q2 2021 | 2 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.88% | 2.90% | 4.91% | Q2 2020 | Q4 2020 | 2 |
| BILL | BILL COM HLDGS INC | 2 | 2 | 2.67% | 2.82% | 2.97% | Q2 2020 | Q3 2020 | 2 |
| ROKU | ROKU INC | 1 | 1 | 2.56% | 2.66% | 2.76% | Q4 2019 | Q4 2020 | 2 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 2.18% | 2.66% | 3.14% | Q2 2017 | Q2 2019 | 2 |
| CSOD | CORNERSTONE ONDEMAND INC | 1 | 1 | 2.27% | 2.52% | 2.78% | Q3 2017 | Q2 2018 | 2 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 2.36% | 2.51% | 2.66% | Q1 2018 | Q4 2018 | 2 |
| MTCH | MATCH GROUP INC | 1 | 1 | 1.00% | 2.46% | 3.92% | Q3 2019 | Q2 2020 | 2 |
| DPZ | DOMINOS PIZZA INC | 2 | 2 | 0.34% | 2.43% | 4.52% | Q1 2018 | Q2 2018 | 2 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 2.23% | 2.35% | 2.47% | Q2 2019 | Q1 2020 | 2 |
| DKNG | DRAFTKINGS INC | 2 | 2 | 1.63% | 2.33% | 3.03% | Q4 2020 | Q1 2021 | 2 |
| EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 1.20% | 2.32% | 3.43% | Q4 2016 | Q3 2018 | 2 |
| SHOP | SHOPIFY INC | 2 | 2 | 0.82% | 2.27% | 3.71% | Q3 2020 | Q4 2020 | 2 |
| NFLX | NETFLIX INC | 2 | 2 | 1.71% | 2.26% | 2.81% | Q2 2018 | Q3 2018 | 2 |
| HD | HOME DEPOT INC | 1 | 1 | 2.14% | 2.23% | 2.32% | Q4 2018 | Q2 2019 | 2 |
| EBAY | EBAY INC | 2 | 2 | 1.28% | 2.22% | 3.17% | Q4 2016 | Q1 2017 | 2 |
| ROKU | ROKU INC | 2 | 2 | 1.27% | 2.15% | 3.02% | Q2 2020 | Q3 2020 | 2 |
| TWLO | TWILIO INC | 2 | 2 | 1.30% | 2.10% | 2.90% | Q1 2021 | Q2 2021 | 2 |
| WW | WEIGHT WATCHERS INTL I... | 2 | 2 | 0.79% | 1.90% | 3.02% | Q2 2018 | Q3 2018 | 2 |
| SQ | SQUARE INC | 1 | 1 | 1.55% | 1.84% | 2.13% | Q4 2017 | Q1 2019 | 2 |
| SNBR | SLEEP NUMBER CORP | 2 | 2 | 1.61% | 1.78% | 1.95% | Q4 2018 | Q1 2019 | 2 |
| IAA | IAA INC | 2 | 2 | 1.66% | 1.76% | 1.86% | Q4 2019 | Q1 2020 | 2 |
| IGT | INTERNATIONAL GAME TEC... | 2 | 2 | 0.91% | 1.71% | 2.50% | Q1 2021 | Q2 2021 | 2 |
| ZM | ZOOM VIDEO COMMUNICATI... | 2 | 2 | 1.24% | 1.59% | 1.93% | Q1 2021 | Q2 2021 | 2 |
| SIRI | SIRIUS XM HLDGS INC | 1 | 1 | 1.04% | 1.50% | 1.96% | Q3 2018 | Q1 2019 | 2 |
| EVBG | EVERBRIDGE INC | 2 | 2 | 1.37% | 1.49% | 1.61% | Q4 2020 | Q1 2021 | 2 |
| ESTC | ELASTIC N V | 2 | 2 | 1.09% | 1.48% | 1.87% | Q4 2019 | Q1 2020 | 2 |
| RNG | RINGCENTRAL INC | 2 | 2 | 1.20% | 1.40% | 1.60% | Q4 2016 | Q1 2017 | 2 |
| MRVL | MARVELL TECHNOLOGY GRO... | 1 | 1 | 0.95% | 1.39% | 1.84% | Q3 2017 | Q1 2020 | 2 |
| PINS | PINTEREST INC | 1 | 1 | 1.01% | 1.38% | 1.75% | Q1 2020 | Q3 2020 | 2 |
| CBS | CBS CORP NEW | 2 | 2 | 0.55% | 1.38% | 2.20% | Q3 2018 | Q4 2018 | 2 |
| U | UNITY SOFTWARE INC | 1 | 1 | 1.16% | 1.36% | 1.56% | Q3 2020 | Q1 2021 | 2 |
| MTCH | MATCH GROUP INC | 1 | 1 | 0.83% | 1.34% | 1.85% | Q2 2019 | Q1 2020 | 2 |
| P | PANDORA MEDIA INC | 2 | 2 | 0.82% | 1.33% | 1.85% | Q3 2018 | Q4 2018 | 2 |
| MTCH | MATCH GROUP INC NEW | 1 | 1 | 1.07% | 1.20% | 1.34% | Q3 2020 | Q1 2021 | 2 |
| DASH | DOORDASH INC | 1 | 1 | 0.83% | 1.14% | 1.45% | Q4 2020 | Q2 2021 | 2 |
| WP | WORLDPAY INC | 1 | 1 | 0.33% | 1.09% | 1.85% | Q3 2018 | Q2 2019 | 2 |
| JWN | NORDSTROM INC | 2 | 2 | 0.77% | 1.08% | 1.39% | Q4 2019 | Q1 2020 | 2 |
| GRUB | GRUBHUB INC | 2 | 2 | 0.81% | 1.06% | 1.31% | Q2 2019 | Q3 2019 | 2 |
| KLIC | KULICKE & SOFFA INDS INC | 2 | 2 | 0.69% | 1.03% | 1.36% | Q1 2021 | Q2 2021 | 2 |
| JAMF | JAMF HLDG CORP | 2 | 2 | 0.52% | 0.94% | 1.37% | Q4 2020 | Q1 2021 | 2 |
| CZR | CAESARS ENTMT CORP | 2 | 2 | 0.93% | 0.94% | 0.95% | Q3 2018 | Q4 2018 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 0.44% | 0.92% | 1.40% | Q1 2020 | Q2 2020 | 2 |
| MGM | MGM RESORTS INTERNATIONAL | 2 | 2 | 0.69% | 0.76% | 0.82% | Q1 2020 | Q2 2020 | 2 |
| CHGG | CHEGG INC | 1 | 1 | 0.56% | 0.74% | 0.93% | Q3 2019 | Q2 2020 | 2 |
| DISCA | DISCOVERY INC | 1 | 1 | 0.49% | 0.74% | 0.99% | Q3 2019 | Q1 2020 | 2 |
| MAT | MATTEL INC | 1 | 1 | 0.66% | 0.72% | 0.77% | Q2 2019 | Q1 2020 | 2 |
| RMBS | RAMBUS INC DEL | 2 | 2 | 0.34% | 0.71% | 1.08% | Q1 2021 | Q2 2021 | 2 |
| GPS | GAP INC | 1 | 1 | 0.69% | 0.71% | 0.72% | Q1 2019 | Q2 2020 | 2 |
| DOMO | DOMO INC | 2 | 2 | 0.56% | 0.70% | 0.85% | Q4 2018 | Q1 2019 | 2 |
| JWN | NORDSTROM INC | 1 | 1 | 0.66% | 0.68% | 0.70% | Q2 2019 | Q1 2020 | 2 |
| MMYT | MAKEMYTRIP LIMITED MAU... | 2 | 2 | 0.57% | 0.66% | 0.75% | Q1 2017 | Q2 2017 | 2 |
| TDC | TERADATA CORP DEL | 2 | 2 | 0.48% | 0.65% | 0.82% | Q2 2018 | Q3 2018 | 2 |
| TMUS | T MOBILE US INC | 2 | 2 | 0.50% | 0.65% | 0.81% | Q4 2016 | Q1 2017 | 2 |
| DT | DYNATRACE INC | 1 | 1 | 0.59% | 0.63% | 0.67% | Q2 2020 | Q4 2020 | 2 |
| CRTO | CRITEO S A | 1 | 1 | 0.44% | 0.62% | 0.81% | Q2 2020 | Q2 2021 | 2 |
| YEXT | YEXT INC | 2 | 2 | 0.45% | 0.60% | 0.74% | Q1 2019 | Q2 2019 | 2 |
| LYFT | LYFT INC | 1 | 1 | 0.16% | 0.54% | 0.92% | Q1 2019 | Q2 2021 | 2 |
| HDP | HORTONWORKS INC | 2 | 2 | 0.09% | 0.48% | 0.87% | Q1 2018 | Q2 2018 | 2 |
| MB | MINDBODY INC | 2 | 2 | 0.39% | 0.47% | 0.55% | Q4 2016 | Q1 2017 | 2 |
| OLLI | OLLIES BARGAIN OUTLT H... | 2 | 2 | 0.20% | 0.36% | 0.52% | Q2 2017 | Q3 2017 | 2 |
| NGMS | NEOGAMES S A | 2 | 2 | 0.20% | 0.30% | 0.40% | Q1 2021 | Q2 2021 | 2 |
| AEO | AMERICAN EAGLE OUTFITT... | 1 | 1 | 0.22% | 0.28% | 0.35% | Q2 2019 | Q1 2020 | 2 |
| GOOGL | ALPHABET INC | 1 | 1 | 8.08% | 8.08% | 8.08% | Q4 2017 | Q4 2017 | 1 |
| CSCO | CISCO SYS INC | 1 | 1 | 7.18% | 7.18% | 7.18% | Q1 2017 | Q1 2017 | 1 |
| UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 6.72% | 6.72% | 6.72% | Q2 2017 | Q2 2017 | 1 |
| XRT | SPDR SERIES TRUST | 1 | 1 | 5.93% | 5.93% | 5.93% | Q3 2019 | Q3 2019 | 1 |
| CMCSA | COMCAST CORP NEW | 1 | 1 | 5.74% | 5.74% | 5.74% | Q4 2016 | Q4 2016 | 1 |
| GLD | SPDR GOLD TR | 1 | 1 | 5.68% | 5.68% | 5.68% | Q3 2020 | Q3 2020 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 5.52% | 5.52% | 5.52% | Q2 2019 | Q2 2019 | 1 |
| XRT | SPDR SERIES TRUST | 1 | 1 | 4.68% | 4.68% | 4.68% | Q4 2019 | Q4 2019 | 1 |
| CRM | SALESFORCE COM INC | 1 | 1 | 4.37% | 4.37% | 4.37% | Q1 2019 | Q1 2019 | 1 |
| RHT | RED HAT INC | 1 | 1 | 4.27% | 4.27% | 4.27% | Q3 2017 | Q3 2017 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 4.22% | 4.22% | 4.22% | Q3 2017 | Q3 2017 | 1 |
| T | AT&T INC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q1 2020 | Q1 2020 | 1 |
| DISH | DISH NETWORK CORPORATION | 1 | 1 | 4.14% | 4.14% | 4.14% | Q2 2020 | Q2 2020 | 1 |
| MLNX | MELLANOX TECHNOLOGIES LTD | 1 | 1 | 4.07% | 4.07% | 4.07% | Q1 2020 | Q1 2020 | 1 |
| PCLN | PRICELINE GRP INC | 1 | 1 | 3.89% | 3.89% | 3.89% | Q4 2016 | Q4 2016 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 3.76% | 3.76% | 3.76% | Q2 2018 | Q2 2018 | 1 |
| CHRW | C H ROBINSON WORLDWIDE... | 1 | 1 | 3.65% | 3.65% | 3.65% | Q1 2017 | Q1 2017 | 1 |
| GM | GENERAL MTRS CO | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2019 | Q1 2019 | 1 |
| IAC | IAC INTERACTIVECORP | 1 | 1 | 3.43% | 3.43% | 3.43% | Q3 2018 | Q3 2018 | 1 |
| MRVL | MARVELL TECHNOLOGY GRO... | 1 | 1 | 3.35% | 3.35% | 3.35% | Q2 2017 | Q2 2017 | 1 |
| VIAC | VIACOMCBS INC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2020 | Q3 2020 | 1 |
| WMT | WALMART INC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2020 | Q2 2020 | 1 |
| TSLA | TESLA INC | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2017 | Q2 2017 | 1 |
| 3106PS | DELPHI AUTOMOTIVE PLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2016 | Q4 2016 | 1 |
| VIAB | VIACOM INC NEW | 1 | 1 | 2.81% | 2.81% | 2.81% | Q1 2017 | Q1 2017 | 1 |
| CTAS | CINTAS CORP | 1 | 1 | 2.69% | 2.69% | 2.69% | Q1 2018 | Q1 2018 | 1 |
| FEYE | FIREEYE INC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2020 | Q4 2020 | 1 |
| FEYE | FIREEYE INC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2020 | Q4 2020 | 1 |
| DATA | TABLEAU SOFTWARE INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2019 | Q1 2019 | 1 |
| NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2021 | Q1 2021 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2016 | Q4 2016 | 1 |
| UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2019 | Q2 2019 | 1 |
| T | AT&T INC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q3 2019 | Q3 2019 | 1 |
| EA | ELECTRONIC ARTS INC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q2 2019 | Q2 2019 | 1 |
| DKNG | DRAFTKINGS INC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2021 | Q1 2021 | 1 |
| WFM | WHOLE FOODS MKT INC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2016 | Q4 2016 | 1 |
| SNAP | SNAP INC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2019 | Q3 2019 | 1 |
| WWE | WORLD WRESTLING ENTMT INC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2019 | Q4 2019 | 1 |
| LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 2.19% | 2.19% | 2.19% | Q1 2020 | Q1 2020 | 1 |
| DY | DYCOM INDS INC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q1 2017 | Q1 2017 | 1 |
| FOUR | SHIFT4 PMTS INC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2020 | Q3 2020 | 1 |
| PENN | PENN NATL GAMING INC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2020 | Q4 2020 | 1 |
| APTV | APTIV PLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2020 | Q1 2020 | 1 |
| CSCO | CISCO SYS INC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q1 2018 | Q1 2018 | 1 |
| KRE | SPDR SER TR | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2020 | Q3 2020 | 1 |
| SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2020 | Q3 2020 | 1 |
| SBUX | STARBUCKS CORP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2020 | Q1 2020 | 1 |
| W | WAYFAIR INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2019 | Q3 2019 | 1 |
| LC | LENDINGCLUB CORP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2017 | Q2 2017 | 1 |
| APTV | APTIV PLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2019 | Q1 2019 | 1 |
| ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2017 | Q3 2017 | 1 |
| EXPE | EXPEDIA GROUP INC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2019 | Q1 2019 | 1 |
| DKNG | DRAFTKINGS INC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q2 2020 | Q2 2020 | 1 |
| NET | CLOUDFLARE INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2020 | Q2 2020 | 1 |
| DATA | TABLEAU SOFTWARE INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2019 | Q1 2019 | 1 |
| FDX | FEDEX CORP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2018 | Q3 2018 | 1 |
| ARRS | ARRIS INTL INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2017 | Q4 2017 | 1 |
| PENN | PENN NATL GAMING INC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2020 | Q3 2020 | 1 |
| WBC | WABCO HLDGS INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2017 | Q3 2017 | 1 |
| LB | L BRANDS INC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2018 | Q1 2018 | 1 |
| Z | ZILLOW GROUP INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2018 | Q3 2018 | 1 |
| YELP | YELP INC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2019 | Q2 2019 | 1 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2020 | Q1 2020 | 1 |
| DPZ | DOMINOS PIZZA INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2020 | Q1 2020 | 1 |
| NYT | NEW YORK TIMES CO | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2019 | Q1 2019 | 1 |
| TWTR | TWITTER INC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2021 | Q1 2021 | 1 |
| SERV | SERVICEMASTER GLOBAL H... | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2020 | Q2 2020 | 1 |
| FNSR | FINISAR CORP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2016 | Q4 2016 | 1 |
| LVS | LAS VEGAS SANDS CORP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2020 | Q4 2020 | 1 |
| STX | SEAGATE TECHNOLOGY PLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2017 | Q4 2017 | 1 |
| AEO | AMERICAN EAGLE OUTFITT... | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2018 | Q2 2018 | 1 |
| FLT | FLEETCOR TECHNOLOGIES INC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2017 | Q4 2017 | 1 |
| BBY | BEST BUY INC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2017 | Q1 2017 | 1 |
| NTAP | NETAPP INC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2018 | Q2 2018 | 1 |
| ORLY | OREILLY AUTOMOTIVE INC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2020 | Q3 2020 | 1 |
| ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2017 | Q3 2017 | 1 |
| AOS | SMITH A O | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2018 | Q2 2018 | 1 |
| LAMR | LAMAR ADVERTISING CO NEW | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2020 | Q3 2020 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2020 | Q1 2020 | 1 |
| FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2020 | Q1 2020 | 1 |
| MA | MASTERCARD INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2020 | Q1 2020 | 1 |
| PLD | PROLOGIS INC. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2020 | Q1 2020 | 1 |
| GLW | CORNING INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2017 | Q4 2017 | 1 |
| EVRI | EVERI HLDGS INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2021 | Q2 2021 | 1 |
| CHWY | CHEWY INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2019 | Q2 2019 | 1 |
| ROKU | ROKU INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2019 | Q3 2019 | 1 |
| DKS | DICKS SPORTING GOODS INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2019 | Q4 2019 | 1 |
| CHWY | CHEWY INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2021 | Q2 2021 | 1 |
| AYX | ALTERYX INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2020 | Q2 2020 | 1 |
| PINS | PINTEREST INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2020 | Q1 2020 | 1 |
| ABNB | AIRBNB INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2020 | Q4 2020 | 1 |
| FTCH | FARFETCH LTD | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2019 | Q3 2019 | 1 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2020 | Q2 2020 | 1 |
| EXPR | EXPRESS INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
| LOGM | LOGMEIN INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
| TGNA | TEGNA INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2018 | Q1 2018 | 1 |
| DLTR | DOLLAR TREE INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
| CREE | CREE INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2020 | Q1 2020 | 1 |
| NVDA | NVIDIA CORP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2020 | Q1 2020 | 1 |
| RH | RH | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
| RPD | RAPID7 INC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
| GLUU | GLU MOBILE INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2020 | Q1 2020 | 1 |
| LB | L BRANDS INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2020 | Q2 2020 | 1 |
| HAWK | BLACKHAWK NETWORK HLDG... | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2017 | Q2 2017 | 1 |
| FAST | FASTENAL CO | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2018 | Q2 2018 | 1 |
| WW | WEIGHT WATCHERS INTL I... | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2018 | Q3 2018 | 1 |
| FTDR | FRONTDOOR INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2019 | Q1 2019 | 1 |
| RH | RESTORATION HARDWARE H... | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2016 | Q4 2016 | 1 |
| LGFA | LIONS GATE ENTMNT CORP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2018 | Q1 2018 | 1 |
| MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
| FTOC | FTAC OLYMPUS ACQUISITI... | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
| AVLR | AVALARA INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2019 | Q3 2019 | 1 |
| HDP | HORTONWORKS INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2018 | Q3 2018 | 1 |
| PSTG | PURE STORAGE INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2019 | Q3 2019 | 1 |
| SFIX | STITCH FIX INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2019 | Q3 2019 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
| Z | ZILLOW GROUP INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
| DEAC | DIAMOND EAGLE ACQUISIT... | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
| VNE | VEONEER INCORPORATED | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2018 | Q3 2018 | 1 |
| URBN | URBAN OUTFITTERS INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
| SIRI | SIRIUS XM HOLDINGS INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2020 | Q3 2020 | 1 |
| CREE | CREE INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
| TPGY | TPG PACE BEN FIN CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
| NET | CLOUDFLARE INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
| M | MACYS INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
| SHAK | SHAKE SHACK INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
| ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
| AFRM | AFFIRM HLDGS INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
| TRUE | TRUECAR INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
| WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
| SWFT | SWIFT TRANSN CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2017 | Q1 2017 | 1 |
| CHS | CHICOS FAS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
| ASNA | ASCENA RETAIL GROUP INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
| URBN | URBAN OUTFITTERS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
| ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
| FOXA | FOX CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
| SIG | SIGNET JEWELERS LIMITED | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
| LGFA | LIONS GATE ENTMNT CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
| KSS | KOHLS CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
| SVMK | SVMK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Download | |||||||||
The securities at the top of the list , including ZYNGA INC, NETFLIX INC, and MATCH GROUP INC, are the highest-conviction holdings of black-and-white Capital LP.
The conviction is calculated by counting the number of quarters a security has been reported by black-and-white Capital LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that black-and-white Capital LP owns currently or has owned in the past.